Forum Discussion

LP1's avatar
LP1
Experienced User
3 years ago
Solved

comments auto populating to next invoice

Hi Team, Has there been any new updates which enable us to disable the autopopulate of comments over to the next invoice? Its very frustrating as we use comments all the time which are individualise...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi LP1 

     

    Just thought I would jump in on this one.

    While not a solution, a good workaround that I have seen some users do use and something that I have recommended in the past, is to have a full stop in the Sales Comment on the Customer's card. What this does is forces the comment on each transaction to be a full stop, overwriting the previously stored comment from the last invoice (when the customer is selected). So if you wanted to have a comment, not related to the previous invoice, you can type it in. And more importantly, if there is no comment (or the user misses updating that comment) you just have a full stop in that field, rather than the previous comment.

LP1's avatar
LP1
Experienced User

Dear Yanike, we tried your suggestion and unfortunately this did not work.  Comments from previously invoice still appeared on next new invoice.

Yanike_S's avatar
Yanike_S
MYOB Moderator
3 years ago

Hi LP1 

 

Have you selected the preferred Sale Comment in the customer card>>Selling Details for each customer? This enables you to individualise comments to each customer invoice. When these are filled out in the customer card, each invoice for that customer should populate with the set comments. Could you send me some screenshots if this is not the case?

  • LP1's avatar
    LP1
    Experienced User
    3 years ago

    Hi Yanike,

    the text in comments changes all the time. It's not the same text for each customer. Each invoice we require unique comments pertaining to that invoice.

    • Yanike_S's avatar
      Yanike_S
      MYOB Moderator
      3 years ago

      Hi LP1 

       

      I am sorry to hear this hasn't worked you. The only resolution is to delete the comment from the comment field. At the moment we don't have any work around for this. I have passed your feedback on to the team. 

      • LP1's avatar
        LP1
        Experienced User
        3 years ago

        thanks for trying, much appreciated!  we just find it a jolly nuisance because when you are busy sometimes forgot to go to comments and delete past notes everytime we raise new invoice. Not ideal for us because sometimes it contains sensitive info and risk it can be printed off and sent to customer.  Been an issue since using myob back in 2011!   If your team can consider a solution would be much appreciated by myself and many others I'm sure.